Vtiger CRM - Access control based on profile of a sales user

Vtiger CRM
  • 6 years ago
Set up profiles for each user or group to control their access on CRM records
For more information, visit - https://www.vtiger.com/docs/profiles

Recommended

0:28
I
Up next
Capture and classify FAQs based on product, functionality etc. in Vtiger CRM
Vtiger CRM
1:17
Get Detail report of your sales pipeline in Vtiger CRM
Vtiger CRM
0:52
Get aggregated stats of sales person via Pivot reports in Vtiger CRM
Vtiger CRM
0:55
Set up sales roles hierarchy in Vtiger CRM
Vtiger CRM
0:45
Set up default lists for sales team in Vtiger CRM
Vtiger CRM
0:57
Share a report with sales team in Vtiger CRM
Vtiger CRM
1:52
Set up dashboard for sales team in Vtiger CRM
Vtiger CRM
2:04
Set up sales stages with custom colors in Vtiger CRM
Vtiger CRM
1:28
Best CRM Software in India- Web Based CRM Software - CRM Software Development Company in India
Satej Infotech Private Limited
1:04
Fitness Center CRM Platform For Membership Management With Web-Based Interface & Notifications
elega
1:10
Victoria to broaden testing profile based on risk
ABC NEWS (Australia)
4:22
How to Forecasting sales-based expenses?
eTrainerbox

Featured channels

More from
HW News Network
More from
OutlookIndia
More from
HW News English
More from
HW News Marathi
More from
Comedy Tadka
More from
Tuk Tuk TV